Ivan Wearne CFP®
About Me
Ivan Wearne has been practicing financial advice for nearly 30 years. He is the principal of Investment & Retirement Solutions P/L. Based in Norwest Business Park, Baulkham Hills, we are a holistic advice practice specializing in late accumulation and early retirement planning advice. Our first meeting is "discovery" and is complementary. Before proceeding with advice we will make sure you are fully aware of the one-off costs and the services you will receive.
We welcome your call.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 33 Years
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Licensed By Investment & Retirement Services Pty Ltd